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MFS Intermediate Income Trust
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Overview Fund Activity

91 hedge funds and large institutions have $143M invested in MFS Intermediate Income Trust in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
26
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$10.4M
2
RVPG
2
Relative Value Partners Group
$2.55M
3
1CP
3
1607 Capital Partners
Virginia
$30.7M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$22.5M
5
EH
5
Equitable Holdings
New York
$446K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.1M
2
Bank of America
2
Bank of America
North Carolina
$1.39M
3
LCM
3
Landscape Capital Management
New Jersey
$101K
4
PM
4
Penbrook Management
New York
$189K
5
UBS Group
5
UBS Group
Switzerland
$439K
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Capital
51
Walleye Capital
New York
$49K +$49K +17,742 New
LPL Financial
52
LPL Financial
California
$45.6K -$11K -3,990 -19%
SSWM
53
Smith Salley Wealth Management
North Carolina
$45K -$5.56K -2,015 -11%
PTC
54
Philadelphia Trust Company
Pennsylvania
$44K – – –
NL
55
NVWM LLC
Pennsylvania
$41.4K – – –
SAM
56
SignalPoint Asset Management
Missouri
$37K +$298 +108 +0.8%
SWM
57
SeaCrest Wealth Management
New York
$33.3K – – –
Truist Financial
58
Truist Financial
North Carolina
$32.4K – – –
LFAS
59
Level Four Advisory Services
Texas
$29.8K +$29.8K +10,800 New
AAS
60
Avantax Advisory Services
Texas
$28.6K +$646 +234 +2%
RPC
61
Rossmore Private Capital
Connecticut
$28.4K – – –
ATC
62
Argent Trust Co
Tennessee
$27.6K – – –
WIC
63
Woodmont Investment Counsel
Tennessee
$27.6K – – –
BAM
64
Brave Asset Management
New Jersey
$27.6K – – –
QPWM
65
Quadrant Private Wealth Management
Pennsylvania
$27.6K +$27.6K +10,000 New
HBW
66
Hazlett, Burt & Watson
West Virginia
$17K – – –
AIM
67
Anchor Investment Management
South Carolina
$11K – – –
MMG
68
Monetary Management Group
Missouri
$11K – – –
CWP
69
Concord Wealth Partners
Virginia
$10.6K +$10.6K +3,857 New
GRP
70
Global Retirement Partners
California
$9.69K – – –
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$9K – – –
BAM
72
Belpointe Asset Management
Nevada
$8.28K +$8.28K +3,000 New
FCA
73
Fortis Capital Advisors
Kansas
$8.28K +$8.28K +3,000 New
GI
74
Gradient Investments
Minnesota
$6.75K – – –
PWMG
75
Prestige Wealth Management Group
New Jersey
$5.66K – – –
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3
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